Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,327 | $81,504+46.4% | $102,437+16.5% | $80,959+47.4% |
| Participation rate | 52.5% | 66.9%-14.4pp | 74.5%-22.0pp | 67.7%-15.2pp |
| Annual return | 13.88% | 25.60%-11.7pp | 24.95%-11.1pp | 35.67%-21.8pp |
| Employer contribution / active EE | $1,941 | $3,104-37.5% | $3,871-49.9% | $2,757-29.6% |
| Participant deferral / active EE | $5,208 | $3,871+34.6% | $5,060+2.9% | $4,300+21.1% |
| Admin fee / account holder | $10,606 | $6,719+57.8% | $8,388+26.4% | $6,925+53.1% |